Wallick Investments nationally-ranked performance continues
May 30, 2013
COLUMBIA, SC – May 30, 2013 – Wallick Investments, LLC, SC-based RIA firm, announced once again national performance ranking by Money Manager Review (MMR), a San Franciso-based firm providing independent analysis of private money manager firms, and Morningstar® ranking, a leading provider of independent investment research in North America, Europe, Australia, and Asia (corporate.morningstar.com).
Wallick Investment Core Growth Separate Account ranked #5 in the nation for 3-year performance by MMR, and Morningstar® bestowed WI Core Growth 4 stars once again for 3-year performance. For 5-year performance, WICG Separate Account earned 3 Morningstars and is ranked #7 in the nation by MMR.
Since 2005, Wallick Investments has offered both investment advisory and portfolio management services, eliminating unnecessary fees for clients. Wallick Investments accepts fiduciary responsibility for their clients’ investment accounts. WI strategies are available to individuals and trust accounts (IRA, joint or individual), pensions (401K), foundations, endowments and other non-affiliated advisors (50K minimum). More information is available at www.managerreview.com, www.wallickinvestments.com, or by contacting Daniel Wallick at 803-699-9400 or [email protected].
